by Erik Kobayashi-Solomon | Dec 1, 2017 | Commentary
Over the past year and a half, I have been publishing research on U.S. rail giant Union Pacific (UNP) related to my bearish position in the company. With the recent…
by Joe Miramonti | Nov 18, 2017 | Commentary
In the news this week is the continuing Machiavellian saga in Saudi Arabia. There’s been plenty of coverage of the goings on there…and it doesn’t bode well for stability in…
by Erik Kobayashi-Solomon | Nov 10, 2017 | Commentary
I had always thought that I would be able to tell the collapse in value of Saudi oil reserves by the number of private jets leaving Riyadh for Geneva and…
by Erik Kobayashi-Solomon | Nov 9, 2017 | Commentary
The amount of information that we’re exposed to now in the course of a day is as much as somebody from 15th Century was exposed to in their entire lifetime.…
by Joe Miramonti | Nov 4, 2017 | Commentary
Some of the questions answered by our reading list this week include why did Jeff Immelt and Janet Yellen lose their jobs? Are we living in riskier times than 1987?…
by Joe Miramonti | Nov 2, 2017 | Commentary
As investors, our challenge is to make good investing decisions in a repeatable way – to have a process. Getting better at that process can be aided by studying successful investors…
